The Key to Selling CCaaS: The CCaaS Sales Journey in iU

There’s a whole new terrain treading upon the meaning of “Business as Usual.” The needs of the modern customer have evolved, and so have the technology solutions that support them. 

When it comes to communications, end customers are relying more than ever on multiple channels to support their buyer’s journey. These channels include phone, text, chat, social media and more. Your customers’ businesses are expected not only to keep up with modern demand, but to exceed expectations regarding sales, service, support, returns and pretty much any other touchpoint that involves direct end-customer communications. 

Your customers have a journey of their own, and you’re their guide. Our people and platform are here to support you through each phase of the sales cycle. With this in mind, we’ve made it our mission to equip you with the educational resources and marketing tools that specifically support your contact center as a service (CCaaS) sale. 

Based on your feedback, we know that access is only the first step. What sales materials should you use? When? Why? And how exactly do these resources fit into the big picture and help you meet your bottom line?

Introducing the CCaaS Sales Journey

Find everything you need to sell CCaaS in one place. The CCaaS Sales Journey organizes all of the content and tools that iU and MyIntelisys have to offer, displaying them on a single landing page. Learn, Prospect, Qualify and Present the right-fit solution for your customers.

So, what should you expect to find on this page? Let’s get into it!

The CCaaS Sales Journey in iU: Learn, Prospect, Qualify and Present.


Your customers trust you to be the expert. Take advantage of our educational resources that prepare you to introduce a conversation around CCaaS solutions. 

Enhance your expertise with bite-sized learning resources, guidance and counsel that lead you to what’s next in technology, sales, marketing and more. In this section, you will find: 

  • Introductory Documents and Videos
  • A CCaaS Certification Course
  • Anatomy of a CCaaS Win Recordings 

How business communicates, collaborates and operates has forever changed, and in recent years we’ve welcomed a completely redefined marketplace. We are constantly developing more content to keep you up-to-date on the latest trends and technologies.

Build your foundational knowledge so that you can quickly identify when there’s an opportunity and start selling today. 


Every sale starts with a single step … and that’s the prospecting process. Is your customer (or potential customer) noticing a gap in their communications? Are they actively solving a problem or do they not even know the problem is there? This is where our education and marketing resources go hand-in-hand, enabling you to ask the right questions and send the right content to spark a conversation. 

Here you’ll find:

  • Questions to Ask.
  • A Brandable CCaaS Video.
  • A CCaaS Email Marketing Playbook.
  • Our Vertical Markets Page.

Accelerate your sales and build your funnel with our ready-made content that is branded with your company name and logo. Generate new leads with campaign playbooks and get feedback on what resonates with your end customers.


Once you know your customer is interested in CCaaS, it’s time to build their solution. Every business’s circumstance is unique, and the search for the perfect fit can easily get overwhelming. Rely on our tools and resources to help you and your customers source the right solutions for their needs.

The Qualify section gives you direct access to:

  • Questions to Ask.
  • The Virtual Sales Engineer, where you can identify Supplier serviceability at a location and request quotes.
  • SupplierScope, which offers side-by-side comparison of Suppliers by product, technology and geographic services.
  • The Supplier Portfolio, enabling you research and review Supplier Guides and make smarter decisions on the right-fit solutions for your customers.

This is another place where our people and platform work together to support you in finding the Supplier that meets your customer’s needs. 


Now that you’ve worked with our experts and taken advantage of our resources to properly prospect and qualify the right-fit solution, it’s time to share what you know and finalize the sale. 

Take advantage of the MyIntelisys tools that showcase your efforts with an easy-to-use, customer friendly display. 

Here you’ll find: 

  • Educational Videos and Documents.
  • CX Switch: A toggle that allows you to brand a customer-facing view of the MyIntelisys tools to introduce Supplier solutions.
  • Share Content: A customized, trackable microsite showcasing Suppliers, technologies and opportunity-driven content.
  • Technology Guide: A space to identify and clearly communicate the services available with expert content by our Solutions Engineers.

Make it hard for the potential customer to pass up the solution by demonstrating your company’s value and the benefits of a CCaaS solution. 

The Intelisys Advantage

Together we can redefine success. Our strategic investments protect your business, help you sell more, maximize the potential of the market and grow.

With this Sales Journey page, it’s now easier than ever to sell the top technologies in the marketplace. Stay tuned as we continue to produce more content and develop more Sales Journeys to help you sell the technologies that support the hybrid workplace of the future. 

Access the CCaaS Sales Journey, available only in Intelisys University, and seize that sale. The rest, we’ll continue to build together.